Independence Trust CO Historic Quarter Change: USA Stocks, Added, 2014 Q3

Independence Trust CO historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Independence Trust CO opened 127 positions, added to 150, reduced 209 and sold out of 136.

Q3 2014: Stock EPD; Country of operation United States; Class Common Stock; Shares before 33,334.
Q3 2014: Stock TY; Country of operation United States; Class Common Stock; Shares before 30,541.
Q3 2014: Stock PFE; Country of operation United States; Class Common Stock; Shares before 8,770.
Q3 2014: Stock MO; Country of operation United States; Class Common Stock; Shares before 13,175.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1317103), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-19); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-21); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2014	EPD ENTERPRISE PRODUCT PARTNERS LP	United States	Common Stock	33,334	36,861	+3,527	$2,610,000	$1,485,000	-$1,125,000	2014-10-14
Q3 2014	TY TRI-CONTINENTAL CORP	United States	Common Stock	30,541	51,361	+20,820	$640,000	$1,071,000	+$431,000	2014-10-14
Q3 2014	PFE PFIZER INC	United States	Common Stock	8,770	14,123	+5,353	$260,000	$417,000	+$157,000	2014-10-14
Q3 2014	MO ALTRIA GROUP, INC.	United States	Common Stock	13,175	13,575	+400	$552,000	$623,000	+$71,000	2014-10-14
Q3 2014	CSCO CISCO SYSTEMS INC	United States	Common Stock	13,900	15,776	+1,876	$345,000	$397,000	+$52,000	2014-10-14
Q3 2014	BRKB BERKSHIRE HATHAWAY CL B		Common Stock	3,830	3,865	+35	$485,000	$534,000	+$49,000	2014-10-14
Q3 2014	MCD MCDONALDS CORP	United States	Common Stock	2,535	3,192	+657	$255,000	$303,000	+$48,000	2014-10-14
Q3 2014	MRK MERCK & CO INC NEW COM	United States	Common Stock	9,925	10,145	+220	$574,000	$601,000	+$27,000	2014-10-14
Q3 2014	KO COCA COLA CO	United States	Common Stock	58,647	58,857	+210	$2,484,000	$2,510,000	+$26,000	2014-10-14
Q3 2014	NVS NOVARTIS AG ADR		Common Stock	5,630	5,649	+19	$510,000	$532,000	+$22,000	2014-10-14
Q3 2014	COP CONOCOPHILLIPS	United States	Common Stock	5,275	5,663	+388	$452,000	$433,000	-$19,000	2014-10-14
Q3 2014	KMB KIMBERLY-CLARK CORP	United States	Common Stock	4,420	4,436	+16	$492,000	$477,000	-$15,000	2014-10-14
Q3 2014	T AT&T INC	United States	Common Stock	73,750	74,153	+403	$2,608,000	$2,612,000	+$4,000	2014-10-14

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